Filed October 23, 2014 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,096 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,464 |
FID INV INST OPS CO2 years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,593 | $52,346-3.3% | $143,757-64.8% | $78,044-35.2% |
| Participation rate | 95.1% | 72.7%+22.4pp | 80.3%+14.8pp | 74.4%+20.6pp |
| Annual return | -16.17% | -14.19%-2.0pp | -0.04%-16.1pp | 10.87%-27.0pp |
| Employer contribution / active EE | $2,463 | $2,131+15.6% | $4,951-50.2% | $3,125-21.2% |
| Participant deferral / active EE | $4,732 | $3,800+24.5% | $5,637-16.0% | $5,084-6.9% |
| Admin fee / account holder | $12 | $63-80.4% | $14,673-99.9% | $79-84.2% |